Get an AI summary of your goals
Open the AI summary of a view to read how your organization's or team's goals are progressing, written by Brev.
Last updated Nov 10, 2026
The AI summary is a written progress report on the goals in a view. Use it to prepare for a leadership review or a team update.
Open the summary #
- Open Organization or a team view.
- In the top right, click Summary. In a narrow window, click the ⋯ button and choose Summary.
What it covers #
- Badges at the top show the filters and time periods the summary covers.
- It covers the view's saved filters. Your unsaved filter changes don't change it.
- Draft goals and goals waiting for approval are left out.
- Brev writes new versions over time. Use the arrows to step to older and newer versions.
If there is no summary yet #
- Your summary is almost ready
- Brev hasn't written one for this view yet. The panel suggests ways to give it more to work with.
- Need More Data for AI Insights
- Too few check-ins or connected sources. Check in on your goals, then look again after the next generation.
If there's no Summary button, an admin has turned off AI Summary in Settings → AI & agents → Capabilities. It's on by default.
Was this page helpful?
Related
- Copy or share an AI summary
Copy a view's AI summary, or share it by email, to a Slack channel or in Microsoft Teams.
- Change how the AI summary is written
Edit a view's prompt recipe to set the tone, audience and length of its AI summary or digest, and dismiss a bad version.
- Views: the complete guide
Every rule for views in one place: filters, drafts, saving and sharing views, layouts, KPI cards, the AI summary, prompt recipes and dismissing versions.